Re: [Assessment Scheduled] | John, D Assessment 02/12 Midwest

From
Liesel Springall <liesel.springall@thekey.com>
To
Sarah Tenny <sarah.tenny@thekey.com>
CC
"stlouis-intake@homecareassistance.com" <stlouis-intake@homecareassistance.com>
Date
Thu, 12 Feb 2026 12:48:29 -0800
Folder
INBOX
--000000000000fae93a064aa69ca8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Sounds good! *Regards,* *Liesel Springall, MHA* *Lead Home Care Advisor* liesel.springall@thekey.com Office: (773) 747-7911 https://thekey.com On Thu, Feb 12, 2026 at 12:47=E2=80=AFPM Sarah Tenny wrote: > Thanks for understanding! I'll keep you posted > > On Thu, Feb 12, 2026 at 2:46=E2=80=AFPM Liesel Springall liesel.springall@thekey.com> wrote: > >> Understood, I did not realize you are the only team member. Ok I >> appreciate you squeezing it in. Thank you! >> *Regards,* >> *Liesel Springall, MHA* >> *Lead Home Care Advisor* >> liesel.springall@thekey.com >> Office: (773) 747-7911 >> https://thekey.com >> >> >> >> On Thu, Feb 12, 2026 at 12:40=E2=80=AFPM Sarah Tenny >> wrote: >> >>> I=E2=80=99m currently the only office team member is St. Louis. I can t= ry to >>> squeeze it in tomorrow but I=E2=80=99m not sure what time that will be. >>> >>> Sarah Tenny, BSN, MSN >>> Client Success Manager >>> sarah.tenny@thekey.com >>> Mobile: (314) 718-6255 >>> Office: (314) 863-8989 >>> TheKey.com >>> *We value your feedback. Please leave us a Google review >>> * >>> >>> >>> >>> On Thu, Feb 12, 2026 at 2:37=E2=80=AFPM Liesel Springall >> liesel.springall@thekey.com> wrote: >>> >>>> Hi! Is there anyone else who can complete the AX? Shes needing help >>>> ASAP and calling another Homecare as well. I would hate to lose potent= ial >>>> client if we can't accommodate her request. Thanks! >>>> *Regards,* >>>> *Liesel Springall, MHA* >>>> *Lead Home Care Advisor* >>>> liesel.springall@thekey.com >>>> Office: (773) 747-7911 >>>> https://thekey.com >>>> >>>> >>>> >>>> On Thu, Feb 12, 2026 at 12:27=E2=80=AFPM Sarah Tenny >>>> wrote: >>>> >>>>> Hi Liesel! >>>>> >>>>> I=E2=80=99m still doing orientation so I cannot call and confirm righ= t now. >>>>> I=E2=80=99m completely booked tomorrow. Do you have a moment to call = and reschedule >>>>> for next week? >>>>> >>>>> Sarah Tenny, BSN, MSN >>>>> Client Success Manager >>>>> sarah.tenny@thekey.com >>>>> Mobile: (314) 718-6255 >>>>> Office: (314) 863-8989 >>>>> TheKey.com >>>>> *We value your feedback. Please leave us a Google review >>>>> * >>>>> >>>>> >>>>> >>>>> On Thu, Feb 12, 2026 at 2:24=E2=80=AFPM Liesel Springall >>>> liesel.springall@thekey.com> wrote: >>>>> >>>>>> Hello Team, >>>>>> >>>>>> An assessment has been scheduled for the following client: >>>>>> >>>>>> - Fast Start: false >>>>>> - Anticipated Tier: Tier 1 >>>>>> - Proposed Start Date for Care: February 16, 2026 >>>>>> >>>>>> *Client Name:* John Dyess >>>>>> >>>>>> *Phone Number:* (314) 536-3557 >>>>>> >>>>>> *Address: *, , , 63025 >>>>>> >>>>>> *Priority Zip:* >>>>>> >>>>>> *Assessment Date/Time:* 2/12/2026, 1:00 PM >>>>>> >>>>>> *Referral Account: *CareScout Partnership >>>>>> >>>>>> *Salesforce Link:* John Dyess =E2=80=93 St. Louis =E2=80=93 2/16/202= 6 >>>>>> >>>>>> >>>>>> *Proposed Schedule:* >>>>>> >>>>>> - Scheduled by: Liesel Springall >>>>>> >>>>>> >>>>>> >>>>>> *Client Summary: * >>>>>> >>>>>> *This summary was generated by AI and may contain errors. This >>>>>> summary was generated on February 12, 2026 at 12:21 PM PST.* >>>>>> >>>>>> *Opportunity Overview:* >>>>>> >>>>>> - Stage is Assessment Pending with anticipated start of care on >>>>>> February 16, 2026 >>>>>> - Office: St. Louis >>>>>> >>>>>> - Primary care need is Support for Chronic Conditions >>>>>> - Client requires 31-40 weekly hours of care with rates quoted at >>>>>> $35.10-$49.73 >>>>>> - Care needed in the coming weeks for long-term duration (greater >>>>>> than 6 months) >>>>>> >>>>>> *Assessment Information:* >>>>>> >>>>>> - Assessment status is Pending Scheduled Date >>>>>> - Assessment scheduled by Liesel Springall >>>>>> >>>>>> - Non-regulated compliance level >>>>>> - Virtual assessment requested for February 13 at 1:00 PM >>>>>> >>>>>> *Client Information:* >>>>>> >>>>>> - Client: John Dyess >>>>>> = , >>>>>> 86 years old >>>>>> - Primary contact is Carolyn Dyess (spouse seeking care for >>>>>> husband) >>>>>> - Medical conditions include dementia, artificial heart valve, >>>>>> and neuropathy causing foot pain >>>>>> - History of multiple falls including serious fall 2 years ago >>>>>> resulting in cracked skull >>>>>> - Experiences severe nighttime anxiety about falling and sees >>>>>> psychiatrist for medication management >>>>>> - Currently receiving outpatient physical therapy >>>>>> - Both client and spouse are artists with active art engagement >>>>>> >>>>>> *Referral Source:* >>>>>> >>>>>> - Referred by CareScout Partnership >>>>>> >>>>>> - Category: Placement Agency >>>>>> - Lead source classified as Manual >>>>>> >>>>>> *Action Items and Next Steps:* >>>>>> >>>>>> - Schedule and complete virtual assessment for February 13 at >>>>>> 1:00 PM >>>>>> - Develop care plan addressing companionship services, possible >>>>>> light housekeeping, and potential ADL assistance >>>>>> - Consider scheduling options incl

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